SIC

Salem Investment Counselors Portfolio holdings

AUM $3.49B
1-Year Est. Return 27.91%
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.1B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.63M
3
+$2.53M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.05M

Top Sells

1
+$11.7M
2
+$3.42M
3
+$2.32M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 24.54%
3 Healthcare 9.58%
4 Financials 9.34%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$297 ﹤0.01%
25
1127
$275 ﹤0.01%
100
1128
$272 ﹤0.01%
37
1129
$266 ﹤0.01%
+20
1130
$256 ﹤0.01%
52
1131
$252 ﹤0.01%
9
1132
$246 ﹤0.01%
8
1133
$244 ﹤0.01%
40
1134
$240 ﹤0.01%
82
1135
$222 ﹤0.01%
1,874
-33,253
1136
$208 ﹤0.01%
6
1137
$198 ﹤0.01%
4
1138
$194 ﹤0.01%
1
1139
$163 ﹤0.01%
10
1140
$147 ﹤0.01%
1,000
1141
$140 ﹤0.01%
26
1142
$133 ﹤0.01%
3
1143
$125 ﹤0.01%
100
1144
$124 ﹤0.01%
40
1145
$105 ﹤0.01%
55
1146
$104 ﹤0.01%
17
1147
$99 ﹤0.01%
4
-4
1148
$94 ﹤0.01%
4
1149
$79 ﹤0.01%
1
-222
1150
$79 ﹤0.01%
4
44 45
46
47 48